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As Principal Adviser and founding partner of Integral Private Wealth, I draw on more than 20 years of experience advising high net worth individuals and families. My career began at Westpac Group where I led one of the largest practices within the Private Bank. This experience shaped my approach to delivering disciplined, evidence based advice and ultimately inspired the creation of Integral Private Wealth. I hold Certified Financial Adviser status with the Responsible Investment Association Australasia, which reflects my commitment to responsible investment principles and the integration of environmental, social and governance considerations into advice where appropriate. My focus remains on providing clear, high quality guidance that helps clients make confident decisions and build lasting financial wellbeing. I contribute regularly to leading media platforms to support financial literacy and simplify complex economic issues for a broad audience. My work has been recognised across the industry, including eight consecutive appearances on the Barron’s Australia Top Financial Advisers list from 2018 to 2025 and inclusion among the 50 most influential advisers by Financial Standard.

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Organisation

  • Integral Private Wealth

Company number

Services offered

  • Superannuation and retirement planning Investments/managed funds

Certified products

Approved products

  • BlackRock Diversified ESG Growth Fund BlackRock Diversified ESG Stable Fund BNP Paribas Environmental Equity Trust PIMCO ESG Global Bond Fund - Wholesale Class AMP Capital Ethical Leaders International Share Fund ATLAS Infrastructure Aust Feeder Fund Australian Ethical Australian Shares Fund Australian Ethical Diversified Shares Fund Legg Mason Martin Currie Ethical Income Fund Morphic Global Opportunities Fund Pendal Ethical Share Fund Pengana International Fund - Ethical Perpetual Wholesale Ethical SRI Fund Resolution Capital Property Security Fund Stewart Investorts Worldwide Sustainable Fund Vanguard Ethically Conscious International Shares Index Fund Alphinity Sustainable Share Fund Altius Sustainable Bond Fund Ausbil Active Sustainable Equity Fund Ausbil Investment Trust - Candriam Sustainable Global Equity Fund AXA IM Sustainable Equity Fund Legg mason Martin Currie Sustainable Equity Fund Pendal Sustainable Australian Fixed Interest Fund Pendal Sustainable Conservative Fund Pendal WS Sustainable Aust Share Fund Pengana WHEB Sustainable Impact Fund

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.